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Corporate Strategy Planner Template

Corporate Strategy Planner

Use this template to develop and collaborate on your corporate strategy. Share with your executive team, management, and board of directors to coordinate stakeholder input and approval of vision, mission, objectives, and tactical initiatives.

Template design and key features

Customizable Columns

Status

Select RYG status for each plan item. Status for each section is set automatically by a formula

% Complete

Harvey balls are set automatically by a formula, based on the number of stakeholder approvals

Collaborating on the plan with your stakeholders

Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.

Highlight everyone's changes

Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.

Get a revision history on any cell

Right click on a cell and select View History to see previous values, who made each change, and when.

Format content automatically

Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain, such as Status or % Complete.

Getting updates from your stakeholders

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Alerts & Reminders

Track changes to your sheet with email notifications and stay on top of key dates with reminders.

Set Reminders

To set an email reminder on any item in your sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.

Get automatic updates from your team

Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.

Learning resources

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How to Set Up a Sheet

See how to quickly set up a new sheet from scratch.

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Columns in Smartsheet

Columns have special properties that make using your sheet easier and more powerful.